JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$379K
3
+$134K
4
CROX icon
Crocs
CROX
+$129K
5
MS icon
Morgan Stanley
MS
+$104K

Top Sells

1
+$3.01M
2
+$2.53M
3
+$2.34M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
AMZN icon
Amazon
AMZN
+$1.47M

Sector Composition

1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1%
12,500
27
$1.62M 0.98%
10,000
-6,000
28
$1.5M 0.91%
3,735
29
$1.37M 0.83%
11,500
+500
30
$1.26M 0.77%
2,312
31
$1.18M 0.72%
2,500
32
$1.14M 0.69%
15,000
33
$1.13M 0.69%
1,500
34
$1.13M 0.68%
21,600
-1,979
35
$1.07M 0.65%
24,000
-22,247
36
$1.07M 0.65%
13,800
-3,500
37
$1.06M 0.64%
9,225
+1,125
38
$1.05M 0.63%
4,175
+400
39
$1.01M 0.61%
62,034
40
$996K 0.6%
11,000
41
$975K 0.59%
9,932
-2,550
42
$971K 0.59%
8,623
-1,000
43
$968K 0.59%
12,058
44
$943K 0.57%
18,999
+2,700
45
$915K 0.55%
16,250
46
$870K 0.53%
6,496
47
$750K 0.45%
32,600
-39,150
48
$671K 0.41%
649
+71
49
$658K 0.4%
9,865
50
$642K 0.39%
2,000
1
2
3 4